Sequence
Automated cash flow planning for personalized financial advice.
"Sequence is a cash flow automation platform designed to help financial advisors create and maintain dynamic, personalized financial plans. It enables advisors to model various financial scenarios, automate updates based on real-time data, and provide clients with a clear understanding of their financial future."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Sequence automates cash flow planning and scenario analysis, empowering advisors to deliver personalized and data-driven financial advice."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Sequence integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
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Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.